Experience

Rochester Precision Optics

• United States
• Industrial Machinery Manufacturing
• 100 - 200 Employee

• Controller

  • Jan 2023 - Present



Complemar Partners, Inc.

• Rochester, NY

• Director of Finance

  • Oct 2018 - Dec 2022

  Responsible for re-engineering a robust accounting/finance, purchasing and estimating department to support the development, growth and success of Complemar Partners, Inc. ● Direct and develop general accounting, accounts receivable & payable departments to support business operations through management reporting, cost saving initiatives and efficiency improvements. ● Accountable for the monthly close process, financial & managerial reporting, cash management, Board of Director presentations, annual budgeting and periodic forecasts; ● Created extensive gross margin analysis by client to target areas of growth and opportunities; ● Reduced DSO from 60 to 48 days; Renegotiated bank line of credit; Created NPV/IRR capital investment model to analyze capital opportunities; Recruited a strong freight analyst providing significant cost savings in shipping expenses for Complemar and clients; ● Aligned budget/forecast models with financial statements to provide timeliness in reporting; ● Implemented Microsoft Dynamics general ledger and financial reporting module to consolidate financial reporting from 3 separate systems to 1; ● Working partner with all external auditors for quarterly, annual and ad hoc audit requirements;



Hickey Freeman Tailored Clothing, Inc.

• Retail Apparel and Fashion
• 1 - 100 Employee

• Director of Accounting

  • Nov 2015 - Oct 2018

  Responsible for the re-establishment of a robust accounting and finance department that supports the on-going business development, growth and continuous improvement for both Hickey Freeman Tailored Clothing and Culturata. Highlights - Converted and integrated the Culturata acquisition into the LMAG financial reporting system. Hands on development of all financial statements, system conversions, business process documentation, annual budgeting and monthly management reporting; - Direct and develop the cost accounting, accounts receivable, accounts payable, payroll departments to support business operations through enhanced management reporting, cost saving initiatives and efficiency improvements; - Built integrated budget and reporting models for HFTC and Culturata that were aligned to a common format to drive efficiency in corporate consolidation; - Accountable for the monthly close process, financial & managerial reporting, sales tax filings with New York State and Canada Revenue Agency, as well as the annual budgeting and periodic forecasting processes; - Working partner with all external auditors for quarterly, annual and ad hoc audit requirements.



Constellation Brands Inc

• Beverage Manufacturing
• 1 - 100 Employee

• Director of Operations Finance

  • Aug 2012 - Jun 2015

  Primary achievement was the transformation of the Canada Operations Finance Team to a best practice operations finance business model. Highlights include: -Redefining job functions and realigning staff to realize increased efficiency in monthly close, reporting, forecasting and annual operating plan cycles; -Financial consultant to Canada winery & distribution operations; -Hands on adaptation of reporting, forecasting and planning models, overhead allocation models and standard cost analysis files for unique processes of Canada supply chain, including winemaking, vineyard & distribution operations; -Designed and implemented a cost accounting shared services group for North American Wine & Spirits business; -Implemented & integrated the global standard cost models across the Canada organization; -Business Process Owner for the Plan to Make work stream, successfully implemented a major ERP system upgrade that was 100% transparent to users; -Working partner with both internal & external audit teams for quarterly & annual financial and SOX audits.



Constellation Brands

• United States
• Food and Beverage Services
• 700 & Above Employee

• FUSION Global Manufacturing Lead - Single Global Instance JD Edwards

  • Aug 2009 - Jul 2012

  Directed staff of 8 project team members. Drove change and managed to key objectives within set deadlines. Responsible for leading the design, development, implementation and execution of a single global business processes for Operations Functional Areas. Worked closely with the Master Data Management team to design, build and implement a Global Item Master and Dictionary. Worked collaboratively with other work streams, parallel projects and outside software teams to ensure system design and execution conformed to corporate standards and regulatory requirements.



Constellation Brands Inc

• Beverage Manufacturing
• 1 - 100 Employee

• Director of Operations Finance

  • 2008 - Jul 2009

  Supervised staff of 9 with three direct reports. Responsible for strategic plan development, completion of annual operations budgets, annual standard costing process. Point of contact of quarterly/annual internal and external financial and Sarbane-Oxley audit reviews.

• Financial Operations Manager

  • 2002 - 2008

  Financial consultant to East Coast Operations, providing efficiency reporting, volume/mix impact reporting, FG obsolescence & wine losses, and productivity measures. Responsible for all monthly close activities for New York Operations including bridge walk forwards, manufacturing results, COGS variance reporting. Annual expense & capital budget assistance & preparation for all support areas. Coordinated annual physical inventory for all Constellation Wines – U.S. production and distribution facilities. Responsible for Sarbane-Oxley annual segregation of duties review for all CW-US domestic facilities for inventory & cost functions, all capital project analysis and approvals as well as post-project audits.



Coca-Cola Europacific Partners

• United Kingdom
• Manufacturing
• 700 & Above Employee

• Cost Accounting Manager

  • 1999 - 2002

  Financial consultant to three production/warehouse facilities and 18 distribution facilities, providing yield analysis, cost of sales & absorption variance analysis, transportation & break/shrink analysis and inventory management problem resolution. Cost department responsible for all monthly close activities of production plants, account reconciliations, weekly forecasting of cost of sales, PPV, transportation expenses, manufacturing variances, month end reporting & analysis, inter-company accounting. Set standard costs annually using costing models & annual budgetary inputs.

• Cost Accounting Supervisor

  • 1999 - 1999

  Supervised two cost accountants. Oversaw conversion from IMS inventory system to SAP. Converted all month end & forecasting models & reports, and budgeting tools to accommodate SAP input. Incorporated new acquisitions into CCE systems, trained local plant management in CCE financial statement review and accounting procedures.

• Senior Financial Analyst

  • 1997 - 1999

  Monthly close duties for 4 sales centers & cooler service department, journal entry creation/entry, financial statement review & analysis. Weekly forecast of sales volume, gross profit, operating expenses.



Swift Independent Packing Co, Borden, Inc., Coca-Cola Enterprises, Wegman's Food & Pharmacy

• Dallas/Fort Worth Area, Rochester, NY Area

• Various Financial Support & Analysis Roles

  • 1985 - 1999

  Additional experience in Credit & Collections, Accounts Receivable Management, Sales & Promotion Analysis, Marketing Program Analysis, Cash handling, Payroll Processing Additional experience in Credit & Collections, Accounts Receivable Management, Sales & Promotion Analysis, Marketing Program Analysis, Cash handling, Payroll Processing